+164.0%
AMDL vs PHM
+5.7%
+158.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PHM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -2.0% | +13.9% | +11.8% |
| 7D | +103.5% | -6.1% | +109.6% | +103.5% |
| 30D | -18.3% | +13.7% | -32.0% | -19.5% |
| 3M | +20.1% | -1.5% | +21.6% | +21.7% |
| 6M | +15.9% | +11.3% | +4.6% | +11.3% |
| YTD | +303.0% | +8.9% | +294.1% | +283.8% |
| 1Y | +164.0% | +6.1% | +157.9% | +151.0% |
| All | +164.0% | +5.7% | +158.3% | +151.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PHM.
Daily Out/Under-Performance
Portfolio return minus PHM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PHM return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded PHM wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling